The Daily Market Flux - Your Complete Market Rundown (09/10/2025)

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Here is Your Complete Market Rundown (09/10/2025)

Company News

Oracle Corporation (ORCL)

Performance Overview

1D Change:  35.94%

5D Change:  46.96%

News Volume:  357

Unusual Volume Factor:  11x

Oracle Skyrockets 40% on AI Cloud Prospects, Inks $300B Deal with OpenAI

Oracle Corporation has experienced a historic surge in its stock price, driven by exceptional growth projections and a landmark deal in the artificial intelligence (AI) sector. The company's shares skyrocketed by approximately 35-40% on September 10, 2025, marking its best single-day performance since 1992 and adding around $244 billion in market value.

Full coverage of $ORCL on MarketFlux.io

Morgan Stanley (MS)

Performance Overview

1D Change:  1.27%

5D Change:  3.74%

News Volume:  169

Unusual Volume Factor:  3x

Morgan Stanley Conferences Spotlight Healthcare and Tech, While Firm Adjusts Market Outlooks

Morgan Stanley's 23rd Annual Global Healthcare Conference and 13th Annual Laguna Conference have been the focal points of today's financial news, with numerous companies presenting their strategies, challenges, and outlooks.

Full coverage of $MS on MarketFlux.io

Apple Inc. (AAPL)

Performance Overview

1D Change:  -3.23%

5D Change:  -4.9%

Apple Unveils Ultra-Thin iPhone Air, Sparking Mixed Reactions on Innovation and AI Strategy

In a groundbreaking move, Apple has unveiled its latest lineup of iPhones, including the highly anticipated iPhone Air, alongside the iPhone 17 and iPhone 17 Pro. The iPhone Air, described as "shockingly thin," has captured the attention of tech enthusiasts and industry analysts alike. OpenAI CEO Sam Altman called it the "first upgrade I really wanted in a while," highlighting the device's appeal.

Full coverage of $AAPL on MarketFlux.io

Amazon.com, Inc. (AMZN)

Performance Overview

1D Change:  -3.32%

5D Change:  1.92%

Amazon Launches Robotaxis, Develops AR Glasses, and Forms Strategic Partnerships in Tech Push

The tech giant has launched its Zoox robotaxi service in Las Vegas, marking a historic moment as the first company to offer public rides in a purpose-built autonomous vehicle. This move puts Amazon in direct competition with other players in the rapidly evolving robotaxi market.

Full coverage of $AMZN on MarketFlux.io

Macro Events

Markets Rally as Cooler Inflation Data Fuels Rate Cut Hopes

The financial markets are abuzz with anticipation as investors eagerly await the release of August's Consumer Price Index (CPI) data. This crucial inflation indicator is expected to provide insights into the Federal Reserve's next moves regarding interest rates.

Trump Administration Challenges Fed Governor Removal Block, Pushes 'America First' ETFs

The White House is appealing a court ruling that blocked the removal of Federal Reserve Governor Lisa Cook, asserting the president's authority over Fed appointments.

Wholesale Inflation Dips Unexpectedly, but Price Pressures Persist

Wholesale inflation unexpectedly declined in August, with prices falling 0.1%. Despite this drop, overall inflation pressures remain elevated.

Technology Events

Oracle Skyrockets on Landmark $300 Billion AI Deal with OpenAI, Sparking Tech Rally

In a groundbreaking development, OpenAI and Oracle have signed a massive $300 billion cloud computing deal, sending shockwaves through the tech industry. Oracle's stock soared to record highs, spiking 35% as investors reacted to the company's bullish outlook and its emerging role as a key AI enabler. This deal underscores the growing demand for AI cloud services and positions Oracle as a major player in the AI race.

Oracle Founder Ellison Becomes World's Wealthiest

Oracle's stock surge propels Larry Ellison past Elon Musk as the world's richest person.

Geopolitics Events

NATO Shoots Down Russian Drones Over Poland, Escalating Tensions in Ukraine War

In a significant escalation, NATO has shot down Russian drones over Poland, marking the first direct engagement between the alliance and Russia during the Ukraine war. Polish Prime Minister Tusk confirmed the violation of Polish airspace, leading to widespread condemnation of Russia's "reckless behavior" by NATO and EU leaders.

U.S. Producer Prices Drop Unexpectedly Amid Ongoing Trade Tensions

Trump's tariff authority faces Supreme Court scrutiny. China's retaliatory tariffs impact EU pork producers.

Crypto Events

XRP Surges Towards $3 as ETF Approval Odds Soar Above 90%

XRP's price is showing positive momentum, approaching $3.04 and potentially aiming for $3.50 or even $4. This rally is fueled by increasing odds of ETF approval, now above 90%.

Dogecoin Breaks Resistance Amid ETF Speculation, Bitcoin Faces Crucial Test

Bitcoin's price prediction and resistance levels are under scrutiny today. Meanwhile, Dogecoin shows promising signs, breaking key resistance with potential for significant growth.

Healthcare Events

Healthcare Sector Buzzes with FDA Rules, Apple Watch Updates, and Stock Movements

FDA introduces new rules affecting copycat GLP-1s, while Apple enhances health features in its latest Watch.

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Explaining AI Inference Data Centers and Comapnies

My position on the current movement of AI "Neocloud" companies in response to Oracle earnings, Nebius Contract, and related and correlated events.

The last 3 years of data center planning has been focused on cloud data centers as the base demand, colocation facilities (multi tenant and low latency), and then another model which is these 1GW ($10B+) data centers for AI machine learning (not latency sensitive). We are reaching, in the 2H of 2025, a time when these AI data centers are STARTING to run AI workloads. People don't realize that we have spent years trying to build these and now we are finally able to use the chips Nvidia and AMD have built. (AMD actually more used for inference).... This is accelerating quickly and the second phase of AI is starting - AI Inference. This is the phase where money actually starts being made from AI.

Important is that the hyperscalers who build cloud data centers do not build AI Inference infrastructure. This is built by colocation companies and neoclouds (i.e. Coreweave, Nebius, Applied Digital, Iren and private (Stream, Vantage, Aligned, QTS, etc). The cloud companies lease this capacity from these players to run HPC racks for their own use cases, and not necesarrily to provide to the public cloud (yet). Even more interesting is that Oracle does not own it's own data centers (Mostly) they lease all this capacity from the above players.The recent announcement with Nebius, Crwv, Vantage, Oracle, and others is just the beginning. AI Data Centers are built completely differently than what the hyperscalers typcially build and they are not capable of building this.

I believe we will continue to see these announcements from Neocloud companies. Oracle made it perfectly clear that they cannot meet their demand and that is why groups like NBIS, APLD, and CRWV are able to land massive deals. The only groups that hyperscalers are willing to work with are companies who have track record of years long building data centers - even if it is formerly bitcoin mining. They simply will not work with start up companies because they cannot reach the required ~100% uptime among other things.

You've got companies under $10B - $50B who hold the keys to the AI inference race, which is the phase that is actually profitable, and then you have multi trillion dollar cloud giants who are leasing this space because they have not planned to build "AI Inference Data Centers" they build cloud data centers. You have Nvidia partners like Iren ripe for a massive hyperscale deal and maybe only 10 others that will emerge. Its a group of small players, especially public companies. (My take on iren to follow soon as they are ripe for a large contract)

Power in the US: I don't think people understand how bad the power situation in the US is and how incredibly challenging it is to source power in 2025 and 2026. Even worse in tier 1 markets where inference needs to be built. Some utilties can't provide power for 5-10 years from today. No amount of money can buy you access to power that quickly to build new data centers. Companies, specifically Coreweave, who have built multi GW pipelines with access to immediate power in highly critical locations are positioned in a way where they are one of the only ones who can act.

Daily Update: Post Close 🇺🇸 US Stock Market Update for Wednesday, September 10, 2025

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